Browse the world's most comprehensive database of hedge fund investor letters, sorted by recent quarter. Access primary source research from leading institutional managers.
Browse the world's most comprehensive archive of hedge fund manager letters. Access primary source research from leading institutional managers, sorted by reporting period.
Kernow returned 8.3% in July, extending YTD gains to 27.7% through concentrated bets on exceptional UK management teams trading at low expectations. CMC Markets surged 46% as its fintech transformation accelerated. Clarkson demonstrates the strategy of owning information networks that compound through cycles. The portfolio's 184% collective upside reflects the market's failure to price what exceptional people can create rather than what currently exists.
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Kernow returned 8.3% in July, extending YTD gains to 27.7% through concentrated bets on exceptional UK management teams trading at low expectations. CMC Markets surged 46% as its fintech transformation accelerated. Clarkson demonstrates the strategy of owning information networks that compound through cycles. The portfolio's 184% collective upside reflects the market's failure to price what exceptional people can create rather than what currently exists.
